Wealthtrac increases IFA footprint with acquisition of Superior Wealth Management Solutions’ SLA with OasisSourceWealthtracPlatform provider Wealthtrac today announced the group had acquired fellow industry participant Superior Wealth Management Solutions’ (SWM) Service Level Agreement with Oasis that will increase Wealthtrac’s funds under administration (FUA), taking its total FUA to more than $1.4billion.
App, App and away as Wealthtrac launches second financial shareable AppSourceProfessional PlannerPlatform and wrap provider Wealthtrac today launched a new shareable App for its popular wrap product that will enable Wealthtrac members to monitor their super
Wealthtrac SMSF builds pace with launch of mobile appSourceWealthtracCloud-based SMSF solution now offering market leading mobile technology Independent wealth product distributor Wealthtrac, has today launched a mobile application that is designed to deliver news and information to anyone interested in self managed super.
Wealthtrac makes specialist SMSF appointmentSourceSMSF AdviserWealthtrac has appointed a sales specialist for SMSFs as a result of the "phenomenal" growth of the sector. James Macken has joined as SMSF business development manager and will oversee the growth of Wealthtrac's online administration service for SMSFs.
Wealthtrac appointment - James MackenSourceMoney ManagementIn a move to target self-managed super funds (SMSFs), platform and wrap provider Weathtrac has appointed James Macken as business development manager - SMSF. Macken will be responsible for the growth of Wealthtrac's online administration service for SMSFs.
Wealthtrac responds to SMSF boom with specialist appointmentSourceSMSF AdviserWealthtrac has appointed a sales specialist for self-managed super funds, as a result of the “phenomenal” growth of the sector.
Wealthtrac model not brokenSourceProfessional PlannerWealthtrac, the administration business 60-per-cent owned by financial advisers, is banking on its new self-managed superannuation fund platform to drive growth while it works through regulatory changes impacting its traditional wrap business.
Planners must boost SMSF specialisation: SPAASourceFinancial StandardFinancial planners must expand their skill set to offer advice on linking self managed superannuation funds (SMSFs) to other business structures SMSF Professionals' Association of Australia (SPAA) membership and business development director Richard Magney told an industry panel event yesterday.